Reporting
To open the reporting page, select Reports from the left-hand side menu.
Work in progress report
This report will show all time activities and expenses that are tracked but aren’t on any QuickBooks invoice yet.
Amounts from invoices in draft status will be shown on this report, since those aren't on QuickBooks, and they still represent work in progress at the time.
Group by – you can group the report data by Matter, Client, Matter type, Matter source or User of Matter365
Timeframe – All, Last 30 days, Last 60 days, Last 90 days, Custom (manually select start date and end date)
The result of this report generation will be a bar chart.
Every bar in it will be showing the sum of time docketed in a selected timeframe for a certain Matter, Client, Matter type, Matter source or User of Matter365.
Bars in this chart will be ordered by their name, ascending.
Example: Report generated to show work in progress (tracked, but not on any invoice yet) in the last 90 days, grouped by different Matter types it belongs to.
This example report was easy to read, but if you are in a situation that there are tens of results, you can use purple scrollbar on the X-axis to reduce the number of results currently displayed.
Underneath the report, you will see the Generate invoices for WIP button:
You can Generate Invoices for all WIP Matters by checking Select all. Alternatively, you can select only particular Matters from the list and generate invoices for them.
Generated invoices will be created in draft status and they will use your default settings from QuickBooks integration page (default product type, default tax type).
Docketed hours report
This report shows all docketed hours for a certain Matter, Client, Matter type, Matter source, or by a specific User of Matter365.
Group by – you can group the report data by Matter, Client, Matter type, Matter source or User of Matter365
After you choose “Group by” option, you can select either “All” or a single Matter, Client, etc.
Timeframe – All, Last 30 days, Last 60 days, Last 90 days, Custom (manually select start date and end date)
The result of this report generation will be a bar chart.
In case you selected a single Matter, Client, etc. every bar in a chart will represent a different day, with a value of docketed hours for that day.
If however, you selected option “All” for Matters, Clients, etc. every bar of that chart will represent a single Matter or a single Client, etc.
Bars will be sorted by client name, ascending.
Example: Report generated to show docketed hours in the last 30 days, grouped by different clients the work was done for.
This example report was easy to read, but if you are in a situation that there are tens of results, you can use purple scrollbar on the X-axis to reduce the number of results currently displayed.
Accounts receivable report
This report will show the amounts of open invoices for work you delivered to your clients that weren’t paid for yet.
Responsible Attorney – You can choose the option "All Responsible Attorneys" (all users of Matter365) or any single one of them, for filtering purposes
Client – you can choose the option “All clients” or select a single client from the list
Age of invoice – All unpaid, Due immediately, Due within 30 days, Due within 60 days, Due within 90 days, Custom (manually select start date and end date)
The result of this report generation will be a bar chart, with an addition of a table breakdown of all open invoices, that can be exported in .xls format.
In case you selected a single client, every bar in a chart will represent one invoice, and bars will be ordered by invoice number, ascending.
If you selected all clients, every bar will be showing sum of his unpaid invoices for a selected timeframe, and bars will be ordered by client name, ascending.
Example: Report generated for Matter365 user Mike Smith, showing all unpaid invoices for all of the clients on matters where Mike is a responsible attorney.
This example report was easy to read, but if you are in a situation that there are tens or even hundreds of results, you can use purple scrollbar on the X-axis to reduce the number of results currently displayed.
Billing report
This report shows 4 categories: Paid invoices, open invoices, overdue invoices, unbilled work.
Unbilled work sums up amounts of unbilled time trackings and unbilled expenses entered into Matter365.
Group by – you can group the report data by Matter, Client, Matter type or Matter source
After you choose “Group by” option, you can select “All” or any single Matter, Client, Matter type or Matter source.
Timeframe – All, Last 30 days, Last 60 days, Last 90 days, Custom (manually select start date and end date)
Data to include - You can include data invoiced in a selected time frame or created in a selected time frame.
Invoiced in a selected time frame: Date filter will pull invoices created in a selected timeframe and the report will show all items on these invoices (even if work items themselves were created out of the selected time frame).
Created in a selected time frame: Date filter will pull all time tracking and expense records created in a selected timeframe, including both WIP that's not yet invoiced, as well as items that are already invoiced (in any time frame).
In case you select a single Matter, Client, etc. result of this report generation will be a pie chart.
Example: Billing report for client Peter Lendfield, showing billing details in the last 90 days.
If you selected option All Matters, All clients, etc. result of this report generation will be bar chart, with every bar representing one of the Matters, clients, etc.
Example: Billing report grouped by client for the last 30 days.
This example report was easy to read, but if you are in a situation that there are tens of results, you can use purple scrollbar on the X-axis to reduce the number of results currently displayed.
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